Electricity, Electricity, Electricity

A developer once told me something that stuck: "When it comes to building data centers, power isn't a criteria—it's the only criteria."

We're watching this truth unfold in real time as AI adoption accelerates beyond anything we've witnessed. The numbers tell the story: a recent survey reveals that power availability and lengthy interconnection processes are the primary bottlenecks choking data center construction.

An astounding two-thirds of planned facilities have been cancelled or scaled back due to power constraints alone.

We're risking AI leadership not because our technology isn't good enough, but because we can't plug it in.

This isn't just an infrastructure problem—it's a competitive disadvantage we're creating for ourselves. While we navigate permitting timelines and grid upgrade processes, other nations are building the energy backbone that AI demands.

The abundance theory that's gaining traction across tech and policy circles makes perfect sense here. We need more of everything: generation, transmission, distribution, interconnection capacity. The constraint isn't innovation—it's electrons.

Every month we delay building energy infrastructure is a month we fall further behind in global AI competitiveness. The irony is striking: the country that built the internet risks hampering the next digital revolution because we can't efficiently expand our power grid.

The solution isn't hard; it's just complex. We need streamlined permitting processes, capital to build generation capacity, and the urgency to treat energy infrastructure like the national priority it is.